We are live on ! Find out more
VFH icon

Vanguard Financials ETF

357 hedge funds and large institutions have $4.16B invested in Vanguard Financials ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 92 increasing their positions, 132 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

595% more call options, than puts

Call options by funds: $3.17M | Put options by funds: $456K

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0.32% less ownership

Funds ownership: 58.16%57.84% (-0.32%)

4% less capital invested

Capital invested by funds: $4.34B → $4.16B (-$183M)

7% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 42

2% less funds holding

Funds holding: 364357 (-7)

30% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 132

Holders
357
Holders Change
-7
Holders Change %
-1.92%
% of All Funds
7.83%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
39
Increased
92
Reduced
132
Closed
42
Calls
$3.17M
Puts
$456K
Net Calls
+$2.71M
Net Calls Change
-$94K
Name Holding Trade Value Shares
Change
Change in
Stake
WI
126
Wintrust Investments
Illinois
$1.19M +$25.8K +373 +2%
SI
127
Stephens Inc
Arkansas
$1.18M +$52.5K +760 +5%
CCM
128
Condor Capital Management
New Jersey
$1.17M -$131K -1,890 -10%
AIC
129
Ameritas Investment Company
Nebraska
$1.17M +$796K +11,513 +238%
JHCP
130
Jackson Hole Capital Partners
Oklahoma
$1.12M
Northern Trust
131
Northern Trust
Illinois
$1.09M -$10K -145 -0.9%
PV
132
Private Vista
Illinois
$1.08M
SCA
133
Snowden Capital Advisors
New York
$1.05M +$42.3K +612 +4%
BCA
134
Bray Capital Advisors
Florida
$1.05M +$42.2K +610 +4%
LWAC
135
Laurel Wealth Advisors (California)
California
$1.05M +$1.03M +14,964 New
UCFA
136
United Capital Financial Advisors
Texas
$1.04M +$115K +1,669 +13%
FWM
137
Focused Wealth Management
New York
$1.04M -$175K -2,537 -15%
SPIA
138
Steward Partners Investment Advisory
New York
$1M -$397K -5,742 -29%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$1M
CCM
140
Consolidated Capital Management
California
$962K -$42.2K -610 -4%
MIH
141
Madison Investment Holdings
Wisconsin
$961K -$1.55M -22,405 -62%
APA
142
American Portfolios Advisors
New York
$953K +$6.91K +100 +0.7%
WWM
143
Western Wealth Management
Colorado
$942K -$43.1K -624 -4%
IFWM
144
Institute for Wealth Management
Colorado
$932K -$423K -6,120 -31%
EAM
145
Evanson Asset Management
California
$917K
CA
146
Cetera Advisors
Colorado
$897K -$3.03M -43,782 -77%
NFG
147
NewFocus Financial Group
Washington
$878K +$83.8K +1,212 +11%
CB
148
Community Bank
New York
$874K -$117K -1,700 -12%
PPCM
149
Pillar Pacific Capital Management
California
$873K +$21.1K +305 +3%
TWM
150
Tolleson Wealth Management
Texas
$871K

VFH Hedge Fund Activity: Q3 2019 in Review

357 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q3 2019, worth a combined $4.16B — down 4.2% from $4.34B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of VFH and 39 opened new positions — a net loss of 3 holders — while 132 trimmed existing stakes and 92 added.

The largest buyer was JP Morgan Chase, adding an estimated $211M. The largest seller was Bank of America, cutting an estimated $372M.

  • 357 institutional investors held Vanguard Financials ETF (VFH) as of Q3 2019, down from 364 in Q2 2019.
  • Funds reported $4.16B of Vanguard Financials ETF stock for Q3 2019, down 4.2% quarter-over-quarter.
  • 39 funds opened new Vanguard Financials ETF positions in Q3 2019 and 42 closed out, a net change of -3 holders.
  • The largest Vanguard Financials ETF buyer in Q3 2019 was JP Morgan Chase, an estimated $211M added.
  • The largest Vanguard Financials ETF seller in Q3 2019 was Bank of America, an estimated $372M sold.

Based on aggregated 13F filings for Q3 2019.